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TriState Capital Bank
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  • Our People
  • Lending
    • Commercial Real Estate
    • Equipment Finance
    • Financial Advisor Solutions
    • Insurance-Based Lending
    • Middle Market Solutions
    • Securities-Based Lending
  • Liquidity Solutions
    • Family Offices Financial Services
    • National Deposits
    • Treasury Management
  • About
    • Our Story
    • Management Team
    • Investor Relations
  • Careers
  • Contact Us
  • Logins
    • Financial Advisors – Digital Lending Platform
    • Personal Banking – Loan & Deposit Clients
    • Treasury Management – AdvantageTSC Direct
    • Treasury Management – Escrow Services
    • eStatements (only)

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Note: If you are accessing your deposit statement via this link DO NOT use your TSC Online Banking user name and password. You will need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can always log on directly through online banking via the homepage to also obtain your eStatements.)

Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].

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Financial Advising Services

HELPING YOU MEET YOUR CLIENTS’ NEEDS

When your clients need financing and liquidity solutions, we ensure that you have the best options to offer.

THE PARTNERS WE SERVE

Our Private Bank caters to financial advisors by providing ease, convenience, and superior asset-based lending solutions to help you serve your clients better.

BROKER DEALERS

We serve clients of registered representatives of regional and independent broker-dealer firms

REGISTERED INVESTMENT ADVISORS

We serve clients of financial advisors to high-net-worth individuals

FAMILY OFFICES

We serve clients of Single Family Offices (SFOs), and select Multi-Family Offices (MFOs).

TRUST OFFICERS

We serve clients of specialized wealth managers within a trust company

HELPING YOU HELP YOUR CLIENTS

We offer Securities-Based* lines of credit with both SOFR-based variable rate and fixed rate options so your clients can easily pledge their investments as collateral to meet their liquidity needs.

Individuals
Family Offices
Corporations
LLCs and LPs
Trusts
Nonprofit Entities & Foundations

A WIN-WIN FOR ADVISORS AND THEIR CLIENTS

Our history of innovative, actionable lending solutions is what makes us the preferred banking partner for both advisors and their clients, nationally.

ADVISORS

  • Minimize asset redemptions and tax considerations
  • Leading technology to compete with wire houses and regional banks
  • Creates holistic wealth management relationship with clients

CLIENTS

  • Cash access without portfolio disruption
  • Avoid tax consequences from liquidating holdings
  • Competitive rates and interest-only payments
  • Ability to manage line of credit with myAccess
THE PARTNER YOU DESERVE

FIND THE TEAM THAT COVERS YOUR AREA

Our expert relationship managers are ready to tailor financial solutions to suit you and your clients’ needs.

Find a Banker
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OUR DIGITAL LENDING PLATFORM

Our Digital Lending Platform features 24/7 access, loan origination, loan servicing, and real-time relationship visibility. Our financial advisors and their clients can now access our Private Bank services wherever, whenever they choose. Just watch this brief video to learn more.

MEET YOUR BANKING PARTNERS

Our bankers are dedicated to making sure you have the best to offer your clients.

OUR PEOPLE

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Ryan Auld
Regional Sales
Private Bank
Rick Bettridge
Senior Vice President
Private Bank
Richard Boyd
Director Key Accounts
Private Bank
Thomas Caulfield
Senior Vice President
Private Bank
Craig Coffey, JD
Senior Vice President
Private Bank
Zachary Dailey
Regional Sales
Private Bank
Brandi Dolny
Regional Sales
Private Bank
Christine Ehland
Vice President
Private Bank
Charles C. Fawcett IV
Chief Banking Officer
TriState Capital Bank
Joseph Franks
Regional Sales Manager
Private Bank
Jason Kollar
Regional Sales
Private Bank
Peter Lambesis
Senior Vice President
Private Bank
Taylor Lewand
Regional Sales
Private Bank
Nicholas Maknoon
Regional Sales
Private Bank
Jim Mirasola
Executive Vice President
Private Bank
Ryan Muhl
Regional Sales
Private Bank
Douglas Neese
Senior Vice President
Private Bank
David Paterra
Senior Vice President
Private Bank
Deborah Patterson
Senior Vice President
Private Bank
Marcus Prather
Regional Sales
Private Bank
Sean Quirk
Senior Vice President
Private Bank
Tyler Rodgers
Regional Sales
Private Bank
Justin Sloan
Regional Sales
Private Bank
John Staley
Regional Sales
Private Bank
Ryan Staude
Senior Vice President, Relationship Manager
Private Bank
Robert Stock
Vice President, Regional Sales Manager
Private Bank
Leslie Witt
Inside Sales Manager
Private Bank
Morgan Zanke
Regional Sales
Private Bank
Jeff Zatkoff
Vice President
Private Bank

ADVISORS, ARE YOU CONSIDERING A TRANSITION?

Financial advisors considering switching firms have no shortage of important issues to think about. As a true partner, and in the spirit of helping make your transition a smooth one, we offer 5 things to consider for your transition.

Learn More

THE ADVISING PARTNERS YOU DESERVE

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* Securities-based lending is a non-purpose margin loan secured by eligible, marketable securities. It is non-purpose because the proceeds of the line of credit cannot be used to purchase securities. Securities-based lending has special risks and is not suitable for all investors. The risk of securities-based lending include: (i) market fluctuations that may cause the value of pledged assets to decline, (ii) a decline in the value of the pledged securities that could result in selling the securities to maintain equity, and (iii) possible adverse tax consequences as a result of selling securities.

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TriState Capital Bank
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By clicking CONTINUE, you’ll be directed to investors.tristatecapitalbank.com. If you’d like to return to the previous page, just click CANCEL.
A quick note: If you’re accessing your deposit statement through this link, don’t use your TSC Online Banking username and password. You’ll need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can also log in directly through online banking from the homepage to obtain your eStatements.) Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to chartwellip.com. If you’d like to return to the previous page, just click CANCEL.
A quick note: If you’re accessing your deposit statement through this link, don’t use your TSC Online Banking username and password. You’ll need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can also log in directly through online banking from the homepage to obtain your eStatements.) Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to a third-party site. If you'd like to return to the previous page,  just click CANCEL.
Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
Continue

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Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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